Functional benefits

  • Easy switch from outdated legacy systems
  • Digital access for customers and brokers in a web portal
  • Fully automated credit limit decisions
  • Risk and policy underwriting in one system
  • Smart management reporting dashboards

  • Change of workflows without programming
  • Workflow management with automatically generated KPIs
  • Regulatory and compliance reporting
  • Group reporting intergration

Partner management

  • Structured mapping of all partners involved (insurance customer, co-insured parties, broker, risk …)
  • Administration in partner files which, for all partner roles, provide a dedicated view of the business relationship
  • Modeling of structures such as groups and joint ventures
  • Ensuring master data quality through clear identification and integration of external service providers
  • Interfaces to connect existing partner management systems

Workflow management

  • Representation of your processes and work instructions in the system
  • Ensuring the complete and comprehensive performance of processes
  • Transparency and comprehensibility of processes
  • Increase in efficiency and quality through standardization
  • Provision of KPIs (e.g. throughput speeds, progress of processes) as a basis for optimization

Risk management

  • Identification of partners/risks
  • Creditworthiness check and limit allocation
  • External information sources
  • Compilation and evaluation of financial reports
  • Limit management and automated limit allocation (aggregation of limit and exposure according to company group structures)
  • Compliance and KYC (Financial Services Act notifications, AnaCredit, money-laundering, Anti-terror lists, embargo lists etc.)

Policy administration

  • Comprehensive documentation and administration of policies (classic, top-up, XoL, single risk)
  • Approval processes (e.g. 4 eyes principle)Creation of policy documents using templates
  • Invoicing of premiums and fees (including accounting of commissions for brokers and other participants) as well as the creation of the relevant documents
  • Process control using workflow management (event and time-controlled trigger)


  • Dedicated access for insurance customers and brokers – more turnover, more transparency and more customer satisfaction
  • Support for your digitalization strategy – enabling digital end-to-end processes
  • The most modern web technologies for the best customer experience


  • Standard reports
  • Report editor
  • Scheduler

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Get in touch with us and tell us about your challenges. Together we will find the best solution. We are looking forward to your inquiry. +49 (0) 551 383 15-0